BMEAX vs VMGMX

Both BMEAX and VMGMX are mutual funds. BMEAX has a lower 5-year return than VMGMX (10.81% vs 20.54%). BMEAX has a higher expense ratio than VMGMX (1.1% vs 0.07%). Below is the comparison between BMEAX and VMGMX.

BMEAX VMGMX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family BlackRock Vanguard
Net Assets $212.70M $11.90B
Expense Ratio 1.10% 0.07%
Management Style active passive (index-based)
Dividend Yield 6.21% 0.36%
Minimum Investment $1,000.00 $10,000.00
YTD Return 22.11% 20.36%
1-Year Return 5.86% 6.88%
3-Year Return 11.21% 25.92%
5-Year Return 10.81% 20.54%
10-Year Return 11.34% 16.34%

BMEAX description

The Fund seeks high current income with consideration for capital appreciation. The Fund invests in a diversified portfolio of equity securities. The Fund will invest at least 80% of its net assets, plus the amount of any borrowings, in equity securities and equity-related instruments, including equity-linked notes.

BMEAX performance & returns

YTD Return 22.11%
1-Month Return 5.21%
3-Month Return 5.86%
1-Year Return 5.86%
3-Year Return 11.21%
5-Year Return 10.81%
10-Year Return 11.34%
BMEAX expense ratio is 1.1%.

BMEAX holdings

Top 10 Holdings (28.15% of Total Assets)

Name Symbol % Assets
Verizon Communications Inc VZ 6.21%
Wells Fargo & Co WFC 2.77%
BAE Systems PLC BA..L 2.59%
Medtronic PLC MDT 2.58%
Pfizer Inc PFE 2.50%
General Motors Co GM 2.49%
Bayer AG BAYN.DE 2.33%
CVS Health Corp CVS 2.26%
Marathon Petroleum Corp MPC 2.24%
American International Group Inc AIG 2.18%

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VMGMX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization growth stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Growth Index, as it invest all of its assets in the stocks that makes up the Index.

VMGMX performance & returns

YTD Return 20.36%
1-Month Return 3.66%
3-Month Return 6.88%
1-Year Return 6.88%
3-Year Return 25.92%
5-Year Return 20.54%
10-Year Return 16.34%
VMGMX expense ratio is 0.07%.

VMGMX holdings

Top 10 Holdings (14.28% of Total Assets)

Name Symbol % Assets
Digital Realty Trust Inc DLR 1.54%
DexCom Inc DXCM 1.54%
Lululemon Athletica Inc LULU 1.53%
Veeva Systems Inc Class A VEEV 1.48%
DocuSign Inc DOCU 1.48%
SBA Communications Corp SBAC 1.39%
Chipotle Mexican Grill Inc Class A CMG 1.36%
Twilio Inc A TWLO 1.33%
Centene Corp CNC 1.32%
IDEXX Laboratories Inc IDXX 1.31%

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